See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $139,964 |
BDO USA, LLP5 years Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 | Recordkeeping | $43,500 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,732 | $106,028+91.2% | $146,958+38.0% | $77,643+161.1% |
| Participation rate | 82.8% | 78.4%+4.4pp | 82.2%+0.6pp | 70.6%+12.2pp |
| Annual return | 18.43% | 56.73%-38.3pp | 418.34%-399.9pp | 31.24%-12.8pp |
| Employer contribution / active EE | $4,052 | $4,063-0.3% | $4,933-17.9% | $2,726+48.7% |
| Participant deferral / active EE | $14,468 | $7,990+81.1% | $8,070+79.3% | $4,647+211.3% |
| Admin fee / account holder | $260 | $337-23.0% | $12,998-98.0% | $430-39.6% |